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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,210 | $78,670-57.8% | $109,173-69.6% | $85,847-61.3% |
| Participation rate | 61.5% | 68.3%-6.7pp | 75.9%-14.3pp | 69.3%-7.8pp |
| Annual return | 12.09% | 25.09%-13.0pp | 25.75%-13.7pp | 318.61%-306.5pp |
| Employer contribution / active EE | $1,039 | $2,734-62.0% | $3,723-72.1% | $2,565-59.5% |
| Participant deferral / active EE | $1,687 | $3,467-51.3% | $4,654-63.7% | $3,952-57.3% |
| Admin fee / account holder | $1,564 | $5,469-71.4% | $6,755-76.8% | $6,261-75.0% |